+2,689.6%
GE vs EXPD
+30,870.6%
-28,180.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -3.2% |
| 7D | +0.5% | -4.8% | +5.3% | +1.9% |
| 30D | +1.7% | -1.5% | +3.3% | +2.1% |
| 3M | -17.3% | +4.1% | -21.4% | -18.4% |
| 6M | +10.1% | +24.0% | -13.9% | +3.3% |
| YTD | +2.6% | +27.4% | -24.8% | -5.2% |
| 1Y | +3.7% | +38.4% | -34.7% | -6.4% |
| 3Y | +268.3% | +73.2% | +195.1% | +208.0% |
| 5Y | +376.2% | +59.9% | +316.3% | +303.7% |
| 10Y | +156.4% | +319.9% | -163.5% | +67.9% |
| All | +2,689.6% | +30,870.6% | -28,180.9% | +969.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EXPD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling